南北水 | 北上資金全天淨賣出A股38.61億元，貴州茅台、瀘州老窖獲逆勢淨買入
北上資金全天淨賣出A股38.61億元，為連續第3日淨賣出，且為2022年12月13日以來首次連續3日減倉。
活躍個股中，北上資金今日淨賣出居前三的分別是比亞迪、歌爾股份、通威股份，金額分別為4.07億元、3.15億元、2.55億元。淨買入居前三的分別是貴州茅台、瀘州老窖、恒生電子，金額分別為5.53億元、4.63億元、4.1億元。此外，北上資金已連續20日淨買入寧德時代，共計150.14億元。
南下資金今日淨買入港股0.17億港元。其中，港股通(滬)當日成交淨賣額為6.7億港元；港股通(深)當日成交淨買額為6.86億港元。
活躍個股方面，藥明生物、中國海洋石油、騰訊控股分別獲淨買入2.19億港元、2.12億港元、1.72億港元；盈富基金、恒生中國企業、工商銀行、香港交易所分別遭淨賣出4.46億港元、2.97億港元、2.02億港元、1.07億港元。
南水關注的個股
貴州茅台獲淨買入5.53億元。2月6日，中國人保財險的一份“禁酒令”文件在網上廣為流傳，引發5萬億白酒賽道崩盤！近兩年來，白酒股亦多次被“禁酒令”嚇趴，白酒板塊難免會出現短期衝擊，但對其長期投資邏輯影響卻是相當有限。
比亞迪遭淨賣出4.07億元。消息面上，據彭博社報道，針對此前比亞迪將收購福特德國工廠傳聞，比亞迪高管透露，比亞迪正探索在歐洲建立自己的工廠，而不是從其他公司收購工廠。
北水關注的個股
中國海洋石油淨買入2.12億港元。高盛表示，由於制裁可能導致俄羅斯石油出口下降，而需求預計將恢復，油價將從目前的80美元左右升至100美元以上。高盛大宗商品研究主管Jeff Currie週日表示，石油行業缺乏滿足需求所需的生產支出也將是油價上漲的一個驅動因素，到2024年，這種產能不足可能會成為一個大問題。
騰訊控股獲淨買入1.72億港元。據機構statista近日根據LexisNexis PatentSight數據統計，中國企業在過去幾年裏迅速增加了人工智能(AI)產品的專利申請。截止2021年，騰訊和百度持有AI專利數量在全球位於前兩名，均超過9000例。
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